Connect with your Merrill advisor to learn more.
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Working one-on-one with a Merrill advisor, Personal Wealth Analysis can help you easily define and prioritize your goals, take stock of your finances and evaluate tradeoffs to create an easy-to-read, personalized plan that will help you navigate your personal financial journey. And if your situation changes, you and your advisor can work together to update your plan to help you stay on track towards your goals.
Audio Script
On screen stock footage of lifestyle It’s your life
It’s your life.
On screen stock footage of lifestyle
Live it your way
Live it your way…
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On screen stock footage of advisor working on a report
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Let Merrill help you create a personalized plan…
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To set your goals in motion...
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and turn your ambitions into action...
On screen stock footage of lifestyle of mother/daughter making snow angels
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where you are
where you want to be
by showing you where you are, where you want to be...
On screen stock footage of lifestyle help you get there
and how we’ll help you get there.
On screen stock footage of advisor on the phone with clients
It starts by connecting with your advisor…
On screen stock footage of a computer on the table, showing the Goals & Priorities page
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Merrill Personal Wealth Analysis
to create your Merrill Personal Wealth Analysis.
On screen stock footage of lifestyle of a couple renovating their home
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define and prioritize goals
Together, we’ll define and prioritize your financial goals…
On screen stock footage of lifestyle of hikers on a hilltop (text animates over the footage)
review finances and risk
review your finances, your tolerance for risk…
On screen stock footage of an advisor in the office (text animates over the footage) identify solutions identify potential solutions…
On screen stock footage of woman at home with family consulting an advisor
(text animates over the footage) chart your journey
and then design a personalized strategy to chart your financial journey.
On screen stock footage of a couple at home reviewing a report on their laptop
When complete, you’ll get a report that’s easy to understand…
On screen stock footage of lifestyle of a couple viewing an iPad (PWA report pie chart animate over the footage)
showing your full financial picture with clear charts and graphs that help bring it to life.
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“what if” scenarios
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You’ll be able to evaluate your options, with specific “what if” scenarios…
On screen stock footage of a client relaxing, reviewing her ‘what if’ scenarios…
featuring side-by-side comparisons of decisions you could be faced with, and how they might affect your goals.
On screen stock footage of client at home on a computer It’s easy to share with your family, attorney or accountant...
On screen stock footage of baby’s feet marriage
home purchase job charge
growing family retirement
and as your life changes, it’s easy to modify with your advisor...
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all about you
Your Merrill Personal Wealth Analysis is all about you…
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What matters most
reflecting what matters most to you…
On screen stock footage of man with glasses reading a repots
and identifying potential solutions…
On screen stock footage of lifestyle ambition action
to help turn your ambitions into action.
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WHAT WOULD YOU LIKE THE POWER TO DO? ®
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MERRILL
A BANK OF AMERICA COMPANY Talk to your Merrill advisor and get started today
To start building your plan, talk to your Merrill advisor today.
4861188 08/08/2023
Share your finances and feelings about investing to help create a plan that is all about you.
Evaluating your goals and determine which are essential, like saving for retirement, and which are more aspirational.
Take stock of what you own and what you owe, as well as your sources of income, so you know where you stand.
Weigh the tradeoffs you may want to make to increase the chances of reaching all of your goals.
Look at solutions from Merrill and Bank of America to assess which may best help you pursue your goals.
Review your plan anytime, sent via secure email or uploaded to your MyMerrill document library.
FRAME 1: A sample Merrill Private Wealth Management Merrill Personal Wealth Analysis® report is shown flipping through pages on screen with the text “Merrill Private Wealth Management Merrill Personal Wealth Analysis®” above.
FRAME 2: Text changes to “Get the answers you need” while pages continue to flip.
FRAME 3: Text on screen reads “Where do I stand today?” Pages pause to show the “Your wealth today” report exhibit showing an illustrative total net worth of $2,860,000 with a table and pie chart showing an illustrative personal, portfolio, retirement and education assets, as well as a table and pie chart showing illustrative mortgage and other unsecured debt liabilities.
FRAME 4: Text on screen reads “How do I prioritize my goals?” Pages continue flipping and pause on “Your goals and priorities” report exhibit showing essential goal of Essential Retirement Lifestyle; important goals of Son’s College Goal, Daughter’s College Goal and Additional Retirement Lifestyle; and then final aspirational goals of Retirement Travel and Leisure and Legacy Wealth Goal.”
FRAME 5: Text on screen reads “Am I on track to fund my goals?” Pages continue flipping and pause on “Goal funding status: overview” report exhibit that includes bar chart with assets on the left and goals on the right showing an 86% funding ratio based on the difference between the two bars. Exhibit also includes a table showing the breakdown of the cost of each goal.
FRAME 6: Text on screen reads “Do I have enough saved for college?” Pages continue flipping and pause on “Education cost analysis” report exhibit with bar charts and tables showing the “Estimated future value of savings towards goals, Annual funding coverage, Estimated future value of savings and Additional savings needed through start of goal… all for one illustrative student (daughter).
FRAME 7: Text on screen reads “What could my future wealth look like?” Pages continue flipping and pause on “Results of your analysis: potential wealth” report exhibit with chart showing range of potential wealth on year-to-year basis.
FRAME 8: Text on screen reads “Will my money last throughout my life?” Pages continue flipping and pause on “Estimated cash flow summary (80% likelihood)” report exhibit with table showing potential wealth.
FRAME 9: Text on screen reads “How does that all change if I retire early or spend less?” Pages continue flipping and pause on “Scenario Comparison Summary” report exhibit with table and charts showing likelihood of success for retirement when retiring early.
FRAME 10: Report flips back to the beginning then zooms in on the title of the booklet, “Merrill Private Wealth Management Merrill Personal Wealth Analysis®”
FRAME 11: Report fades out and text fades to “Get yours today. Talk to a private wealth advisor.
FRAME 12: The Merrill logo then fades and grows in from the center of the screen.
Personal Wealth Analysis is all about building a personalized plan to address what matters most to you — and more importantly, helping you achieve your goals.
For illustrative purposes only.
Connect with your Merrill advisor to learn more.
Don't have an advisor? Choose one who fits your priorities with Merrill Advisor Match.
Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.
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